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Eli Lilly
LLY

Overview Fund Activity

2,798 hedge funds and large institutions have $366B invested in Eli Lilly in 2023 Q2 according to their latest regulatory filings, with 296 funds opening new positions, 1,068 increasing their positions, 1,072 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,798
Holders Change
+199
Holders Change %
+7.66%
% of All Funds
44.13%
Holding in Top 10
239
Holding in Top 10 Change
+88
Holding in Top 10 Change %
+58.28%
% of All Funds
3.77%
New
296
Increased
1,068
Reduced
1,072
Closed
77
Calls
$3.39B
Puts
$3.68B
Net Calls
-$288M
Net Calls Change
-$424M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.51B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$784M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$674M
4
Barclays
Barclays
United Kingdom
+$425M
5
Millennium Management
Millennium Management
New York
+$382M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$24.8B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.75B
3
Primecap Management
Primecap Management
California
-$854M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$834M
5
Lilly Endowment
Lilly Endowment
Indiana
-$711M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
2051
CoreFirst Bank & Trust
Kansas
$563K – – –
DC
2052
Dantai Capital
Hong Kong
$563K +$563K +1,200 New
DWA
2053
Divergent Wealth Advisors
Utah
$561K +$1.41K +3 +0.3%
ECM
2054
Exchange Capital Management
Michigan
$559K +$43.1K +92 +8%
CPSAC
2055
Chas P. Smith & Associates (CPS)
Florida
$559K +$58.7K +125 +12%
DC
2056
Diametric Capital
Massachusetts
$557K +$557K +1,188 New
RVPG
2057
Relative Value Partners Group
$556K – – –
LA
2058
Latitude Advisors
Florida
$555K +$163K +348 +42%
DIM
2059
Delta Investment Management
California
$555K -$1.41K -3 -0.3%
SWMG
2060
Signature Wealth Management Group
Georgia
$552K +$181K +386 +49%
MCM
2061
Monarch Capital Management
Indiana
$552K – – –
FUBT
2062
First United Bank & Trust
Maryland
$549K +$11.7K +25 +2%
CFG
2063
Cooper Financial Group
California
$546K +$86.3K +184 +19%
WFS
2064
Widmann Financial Services
Maryland
$546K -$23.4K -50 -4%
SWM
2065
Salvus Wealth Management
New Jersey
$545K +$5.63K +12 +1%
TWM
2066
Tradition Wealth Management
Minnesota
$545K -$32.4K -69 -6%
CCFM
2067
Clear Creek Financial Management
Washington
$545K -$32.4K -69 -6%
NG
2068
Northstar Group
New York
$544K -$46.9K -100 -8%
RMC
2069
Resources Management Corp
Connecticut
$544K +$435K +929 +400%
RWP
2070
Revolve Wealth Partners
New Jersey
$544K +$68.9K +147 +15%
BWA
2071
Beam Wealth Advisors
Louisiana
$543K +$11.7K +25 +2%
FWM
2072
Fingerlakes Wealth Management
New York
$542K +$938 +2 +0.2%
SIC
2073
Sterling Investment Counsel
New York
$539K – – –
ATIA
2074
American Trust Investment Advisors
New Hampshire
$538K +$7.04K +15 +1%
BDF
2075
Black Diamond Financial
Maryland
$537K – – –
81 82
83
84 85